Personal Lines Department Manager

About Us

Since 1951, Walton Insurance Group has provided personal, business, life and health insurance services for families and businesses of all sizes. Today, we are one of the most trusted names in insurance. Sales, service, and claims are handled in-house by 60 dedicated employees. Known in the community as the independent insurance agency with people who “care”, we pride ourselves in working for you, not an insurance company. When you are our client, we are always thinking about your business and family needs. The relationship we build together is more important than the bottom line. Whatever life brings your way, we strive to find the right solution for you, your family and your business. Most of all, your satisfaction is extremely important to us because at the Walton Insurance Group, we’re here for you. We believe in honesty, family values, innovation, and community involvement. This is our culture and our course to the future.

Personal Lines Department Manager

Job Summary:

The Personal Lines Department Manager oversees the operations of the agency's personal lines department, managing a team responsible for servicing individual clients' insurance needs i.e., auto, homeowners, and umbrella policies, including tasks such as new business development, policy renewals, customer service, and ensuring compliance with regulations, all while achieving departmental goals and maintaining client satisfaction; requiring strong leadership, underwriting knowledge, and understanding of personal lines insurance products. This position requires the Manager to work in the office.

Key Responsibilities:

Team Leadership

• Lead and supervise an eight-person team of Personal Lines Account Representatives, Account Managers, and Client Service Agents (CSAs), assign tasks, provide coaching, and provide performance evaluations. Manage vacation time and payroll reporting for the department. Attend and participate in semi-weekly Management Meetings.

Business Development

• Identify new business opportunities, develop strategies to acquire new personal lines clients, and collaborate with carriers to grow the personal lines book of business. Assist with integrating new acquisitions into the agency.

Policy Management

• Oversee the Account Executives, Account Managers and CSAs to ensure that the renewal process for existing personal lines policies, including reviewing coverage needs, adjusting premiums, and addressing client concerns are being adhered to.

Underwriting Oversight

• Review underwriting decisions made by the carriers, ensuring compliance with carrier guidelines, and managing risk selection for personal lines policies.

Customer Service

• Monitor customer service standards, resolve complex client issues, and ensure a positive customer experience.

Compliance

• Stay updated on insurance regulations, ensure the department adheres to compliance standards, and manage any audit processes. Actively earn required CE credits to keep licenses active.

Financial Performance

• Track key performance indicators (KPIs) related to the personal lines department, including revenue targets, loss ratios, and customer retention.

Training and Development

• Provide ongoing training and development opportunities for the personal lines team to enhance their product knowledge and sales skills.

Qualifications:

• Minimum of 5 years of experience in personal lines insurance, including underwriting, customer service, and sales; team management/leadership experience required.
• Active Michigan Property & Casualty license required.
• Proficiency with Microsoft Office Suite, AMS360, and associated carrier platforms; will consider other agency management systems for policy management and reporting.
• Proven leadership skills to manage and motivate a team towards achieving goals.
• Ability to interact with carrier personnel to resolve issues in a positive manner.
• Understand relevant insurance regulations and compliance requirements.
• Ability to analyze data, identify trends, and make informed decisions regarding risk selection and pricing.
• Excellent communication skills to interact effectively with clients, underwriters, and co-workers.
• Clear criminal background history.

Hours: Monday-Friday, 8:00am-5:00pm

Location: 2929 Spring Arbor Road, Jackson, MI 49203

Benefits:

• Competitive Salary
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No solicitation statement Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third-parties for hires made.